Travel and Expense Management System (TEMS)
description
Transcript of Travel and Expense Management System (TEMS)
1
Travel and Expense Management System (TEMS)
2
• Please share the following:
Your NameYour AgencyYour Role in the System
Introductions
3
• Create a trip request
• Create a reimbursement request
• Send a reimbursement request for approval & payment
• Be able to look up regulations & policies within TEMS
Course Objectives
4
• Web based system• “Trip Concept”• “Thin Client” deployment• Log-in serves as signature• Accessibility• Date driven reimbursement rates
System Features
5
• Maintains history of transactions• Email notifications• Built-in business rules• Configurable by agency• Bottom line
Faster reimbursementLess errors
System Features (Continued)
6
• Requestor
• Preparer
• Approver
• Fiscal
• Agency Administrator
TEMS Roles
7
Reimbursement Process
8
Reimbursement Process
Create Trips Attach to a Reimbursement Request & Submit
9
Where do I log into TEMS?
10
Where do I log into TEMS?
11
Select Travel and Expense Management System
12
Select Options Within TEMS
13
How do I log onto TEMS?
14
1. Approval Process Performance Report 2. Destination Report 3. Meal Report for Non-Overnight Trips4. Out of State Travel 5. Out of Country Travel6. Returned Reimbursement Request7. Privately Owned Vehicle Mileage8. Travel Advance Report
TEMS Reports Available in Enterprise Reporting( ER)
15
TEMS: • https://tems.ofm.wa.gov (Intranet)
•https://fortress.wa.gov/ofm/tems (Internet)
ER: • http://reporting.ofm.wa.gov (Intranet)
•https://secureaccess.wa.gov (Internet)
System Access
16
TEMS System Assistance:Solutions Center Helpdesk: (360) [email protected]
Agency Specific Questions:Your agency travel helpdesk or agency administrator(s) (refer to TEMS Help menu)
State Travel Regulations: Bret Brodersen (360) 725-0229 [email protected]
For More Information
17
How can you get a logon ID for TEMS?Your agency administrator will need to set up your
TEMS logon ID Where can you find the link to log into TEMS?
http://des.wa.gov/services/IT/SystemSupport/OtherSystems/Pages/TEMS.aspx
What should you do if you need to reset your password and you still cannot log in?Click on “Forgot Password”. Type your temporary
password as the old password, then type new one in the two blanks.
Or contact your Agency Administrator for assistance
Time for Review
18
What is the next step after creating a “Trip”?Create a Reimbursement Request-can contain one
or multiple tripsDo out-of-state Per Diem rates display in TEMS?
No, TEMS only displays in-state Per Diem ratesHow do you find your Agency Administrator contact
information?In the ‘Home tab’ and Help link on TEMS welcome
screen
Time for Review…Cont.
19
Questions??
20
TEMS Exercise